Ameriprise Financial Services, Inc
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About this Advisor
Milan Smado is a certified financial planner based in Richardson, Texas. Smado has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Smado is able to advise customers in Texas. Smado has spent their career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Richardson, Texas, and operates out of 166 offices in the United States. In aggregate, Ameriprise Financial Services, Inc manages $248 billion in assets throughout 1,393,263 client accounts and employs more than 13,718 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 691,052 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameriprise Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Milan Smado has no disclosures.
Please visit their SEC profile for more details.
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